Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.

Description

QuantWheel is an options trading analysis and portfolio management platform built for income traders, directional traders, and users of strategies such as covered calls and cash-secured puts. Traders can connect supported brokerage accounts in read-only mode, allowing the platform to understand existing positions, cost basis, assignments, rolls, cash balances, and portfolio exposure without executing trades. QuantWheel can identify potential covered call, cash-secured put, and roll opportunities based on the securities and positions already held in the user’s account. Its analytics suite includes gamma exposure dashboards, GEX heatmaps, options flow, Vanna and Charm data, max pain calculations, and options screening tools. A broker-synced options journal helps users track trades and calculate a more complete cost basis across premiums, assignments, and position adjustments. QW Intelligence provides an AI interface grounded in portfolio context, allowing traders to ask questions about their holdings, market conditions, options opportunities, and past performance. Users can also create scheduled AI jobs for recurring analysis and connect selected QuantWheel tools to external AI clients through MCP or API integrations. The platform supports numerous brokers, including Fidelity, Robinhood, Schwab, E*Trade, Interactive Brokers, tastytrade, Tradier, Webull, Moomoo, Questrade, Wealthsimple, and Public. QuantWheel is intended for options traders who want to combine broker data, strategy tools, quantitative analytics, AI assistance, and trade tracking in a centralized workspace.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Atlas Trade AI Yes 
CFO Silvia Yes 
Clockwork Yes 
Financial Tech Wiz Trading Journal Yes 
Jorg AI Yes 
Moneytree Yes 
NVSTly Yes 
Nitrogen Yes 
PinkLion Yes 
PremiumGuardHQ Yes 
ProTracker Advantage Yes 
ProTracker RMD Yes 
Provisian Yes 
R0Y Yes 
SmartOffice Yes 
StreetSmart Edge Yes 
The Dividend Tracker Yes 
TradeZella Yes 
TradingDiary Pro Yes 
Utluna Yes 

Integrations

Atlas Trade AI No 
CFO Silvia No 
Clockwork No 
Financial Tech Wiz Trading Journal No 
Jorg AI No 
Moneytree No 
NVSTly No 
Nitrogen No 
PinkLion No 
PremiumGuardHQ No 
ProTracker Advantage No 
ProTracker RMD No 
Provisian No 
R0Y No 
SmartOffice No 
StreetSmart Edge No 
The Dividend Tracker No 
TradeZella No 
TradingDiary Pro No 
Utluna No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

Vendor Details

Company Name

QuantWheel

Country

United States

Website

quantwheel.com

Product Features

Alternatives

Alternatives

ProTracker RMD Reviews

ProTracker RMD

ProTracker Software, Inc.